Liberty Wealth Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-74
| Closed | -$10K | – | 598 |
|
|
2021
Q3 | $10K | Buy |
74
+37
| +100% | +$5K | ﹤0.01% | 817 |
|
|
2021
Q2 | $5K | Hold |
37
| – | – | ﹤0.01% | 787 |
|
|
2021
Q1 | $4K | Hold |
37
| – | – | ﹤0.01% | 730 |
|
|
2020
Q4 | $4K | Hold |
37
| – | – | ﹤0.01% | 726 |
|
|
2020
Q3 | $5K | Hold |
37
| – | – | ﹤0.01% | 622 |
|
|
2020
Q2 | $5K | Hold |
37
| – | – | ﹤0.01% | 604 |
|
|
2020
Q1 | $5K | Sell |
37
-63
| -63% | -$8.51K | ﹤0.01% | 573 |
|
|
2019
Q4 | $13K | Buy |
100
+63
| +170% | +$8.19K | 0.01% | 493 |
|
|
2019
Q3 | $5K | Hold |
37
| – | – | ﹤0.01% | 633 |
|
|
2019
Q2 | $5K | Hold |
37
| – | – | ﹤0.01% | 656 |
|
|
2019
Q1 | $4K | Hold |
37
| – | – | ﹤0.01% | 569 |
|
|
2018
Q4 | $4K | Buy |
+37
| New | +$4K | ﹤0.01% | 588 |
|